SATS: Traffic -99.5% in April and May; How Much Worse Can It Get?
SATS Ltd (SATS SP) is a Singapore travel monopoly that has rarely been cheap given its great dividend track record. SATS controls 80% of flight...
621 Views
The Week that Was in ASEAN@Smartkarma - Thai Strategy, New Economy Telco, and Olam
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
371 Views
TRACKING TRAFFIC/Chinese Tourism: Outbound Travel Grinds to a Halt, Domestic Travel Keeps Rising
Outbound Chinese travel activity ground to a halt in April. Total Chinese arrivals in the seven regional destinations we track fell by 99.6% YoY...
313 Views
KLCI Rebalance Preview - Telekom Expecting a Call
The Kuala Lumpur Composite Index (Klci) (FBMKLCI INDEX) is the flagship index of the Bursa Malaysia. The index has 30 stocks and is a free float...
325 Views
Snippets #39: Don Maung Phase 3, SCB Attacks China Market
It's interesting to see a common thread of Thai companies trying to jump back into business after facing the tough times, even though the worst is...
307 Views